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Winton Group’s A.O. Smith AOS Stock Holding History

Winton Group’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$608K Buy
+9,700
New +$588K 0.02% 644
2023
Q1 		– Sell
-14,186
Closed -$812K – 953
2022
Q4 		$812K Buy
14,186
+8,263
+140% +$462K 0.05% 477
2022
Q3 		$288K Buy
+5,923
New +$340K 0.02% 806
2022
Q1 		– Sell
-20,012
Closed -$1.72M – 949
2021
Q4 		$1.72M Buy
+20,012
New +$1.53M 0.1% 272
2021
Q2 		– Sell
-47,837
Closed -$3.23M – 1414
2021
Q1 		$3.23M Buy
47,837
+12,364
+35% +$752K 0.18% 59
2020
Q4 		$1.95M Sell
35,473
-3,567
-9% -$197K 0.14% 117
2020
Q3 		$2.06M Sell
39,040
-66,339
-63% -$3.31M 0.07% 513
2020
Q2 		$4.96M Buy
105,379
+42,225
+67% +$1.84M 0.13% 212
2020
Q1 		$2.39M Buy
63,154
+17,496
+38% +$746K 0.06% 516
2019
Q4 		$2.17M Buy
45,658
+32,903
+258% +$1.6M 0.03% 765
2019
Q3 		$609K Buy
+12,755
New +$590K 0.01% 1018
2019
Q1 		– Sell
-6,309
Closed -$269K – 1073
2018
Q4 		$269K Sell
6,309
-16,558
-72% -$762K 0.01% 700
2018
Q3 		$1.22M Buy
+22,867
New +$1.34M 0.03% 368
2018
Q2 		– Sell
-6,669
Closed -$424K – 1007
2018
Q1 		$424K Sell
6,669
-1,154
-15% -$74.4K 0.01% 848
2017
Q4 		$479K Buy
7,823
+3,047
+64% +$185K 0.01% 510
2017
Q3 		$284K Buy
4,776
+398
+9% +$22.3K 0.01% 615
2017
Q2 		$247K Buy
+4,378
New +$236K 0.01% 580
2017
Q1 		– Sell
-7,287
Closed -$345K – 429
2016
Q4 		$345K Buy
7,287
+117
+2% +$5.64K 0.01% 412
2016
Q3 		$354K Buy
+7,170
New +$335K 0.01% 352

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winton Group's AOS Position: Q2 2026 in Review

Winton Group opened a new position in A.O. Smith (AOS) in Q2 2026: 9,700 shares worth $608K. The stake represents 0.02% of the portfolio and ranks #644 among its holdings. This is a return to the name: Winton Group previously reported a position in AOS as recently as Q4 2022.

Winton Group first reported a position in AOS in Q3 2016 and has held it in 19 quarters since. The position peaked at $4.96M in Q2 2020. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Winton Group held 9,700 shares of A.O. Smith worth $608K as of Q2 2026.
  • A.O. Smith was a new Winton Group position in Q2 2026.
  • A.O. Smith made up 0.02% of Winton Group's portfolio in Q2 2026, its #644 holding.
  • Winton Group first reported a position in A.O. Smith in Q3 2016 and has held it in 19 quarters since.
  • Winton Group's A.O. Smith position peaked at $4.96M in Q2 2020.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.